Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding MFS® Value Fund R6 Mutual fund in their Schedule of Assets, totaling $113.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAVEL + LEISURE CO. TRAVEL + LEISURE CO. EMPLOYEE SAVINGS PLAN | ORLANDO FL | 14,239 | $962.9M | $22.8M |
| 2 | TUFTS MEDICINE, INC. TUFTS MEDICINE, INC. 403(B) RETIREMENT PLAN | BURLINGTON MA | 11,129 | $991.9M | $16.3M |
| 3 | ARM, INC. ARM, INC. 401(K) SAVINGS PLAN |
AUSTIN TX |
| 1,539 |
| $533.1M |
| $15.3M |
| 4 | THE QUIKRETE COMPANIES, LLC THE QUIKRETE COMPANIES PROFIT SHARING AND TAX DEFERRED PLAN | ATLANTA GA | 12,724 | $622.1M | $7.6M |
| 5 | SPENCER FANE LLP SPENCER FANE RETIREMENT PLAN | KANSAS CITY MO | 910 | $263.8M | $7.0M |
| 6 | SCHOOL OF VISUAL ARTS LLC SCHOOL OF VISUAL ARTS LLC SAVINGS OR CASH OPTION | NEW YORK NY | 1,679 | $137.4M | $6.6M |
| 7 | OLYMPIC STEEL, INC., AN OHIO CORPORATION OLYMPIC STEEL, INC. EMPLOYEES' 401(K) RETIREMENT PLAN | HIGHLAND HILLS OH | 1,167 | $95.6M | $6.4M |
| 8 | JORDANS FURNITURE, INC. JORDAN'S FURNITURE COMPANY 401K SAVINGS PLAN | EAST TAUNTON MA | 983 | $169.3M | $6.3M |
| 9 | SIGNATURE SCIENCE, LLC SIGNATURE SCIENCE, LLC 401(K) PLAN | AUSTIN TX | 198 | $38.8M | $3.5M |
| 10 | MOMENTUM TEXTILES, LLC MOMENTUM TEXTILES, LLC 401(K) PLAN | IRVINE CA | 248 | $49.9M | $3.1M |
